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Daniel Stewart

Missionsquare Retirement
16 Years of Experience
Grand Blanc, MI
2 DisclosuresBroker
View SEC Summary
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Daniel Stewart is a registered investment advisor at Missionsquare Retirement, based in Grand Blanc, MI, with 16 years of industry experience. Daniel is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Investment Management, Retirement Planning. Their firm serves 40,527 clients with $6.3B in assets under management.

Missionsquare Retirement
Compensation
Fee-Only (% of Portfolio)
Firm Size
131 advisors
Number of Clients
40,527 clients
Average Client Portfolio
$156K average
Assets Under Management
$6.3B

Fee Structure

Minimum Investment:None
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $100K0.50%
$100K - $300K0.40%
$300K - $500K0.30%
$500K+0.20%

Fees may be waived or discounted by agreement between the firm and your plan sponsor. Legacy clients may pay lower fees.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
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Location

Grand Blanc, MI

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History

Regulatory History (2)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Financial
October 2019
Final
Financial
April 2019
Final
View Full SEC ReportHow to Read Disclosures
Employment History
Current Registrations
Missionsquare Retirement
November 2019 - Present · 6 yrs 11 mos
Missionsquare Wealth Management
October 2019 - Present · 7 yrs
Missionsquare Wealth ManagementBroker
October 2019 - Present · 7 yrs
Previous Registrations
Waddell & Reed
April 2019 - June 2019 · 2 mos
Waddell & ReedBroker
April 2019 - June 2019 · 2 mos
Scottrade, INC.Broker
March 2009 - March 2018 · 9 yrs
State Registrations18 states
AKARAZCAHIIAILINKYMIMNMONVOHORWAWIWV
AdvisorBrokerBoth

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.
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